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EFOR

Everforth Inc

225 hedge funds and large institutions have $2.14B invested in Everforth Inc in 2015 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

20% more capital invested

Capital invested by funds: $1.78B → $2.14B (+$363M)

18% more funds holding

Funds holding: 190225 (+35)

1% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 79

1.27% less ownership

Funds ownership: 91.52%90.25% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

52% less call options, than puts

Call options by funds: $171K | Put options by funds: $354K

Holders
225
Holders Change
+35
Holders Change %
+18.42%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
47
Increased
78
Reduced
79
Closed
11
Calls
$171K
Puts
$354K
Net Calls
-$183K
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$160M +$3.99M +91,316 +3%
BFA
2
BlackRock Fund Advisors
California
$138M +$5.86M +134,128 +5%
BAMCO Inc
3
BAMCO Inc
New York
$106M -$2.69M -61,594 -3%
TCM
4
TimesSquare Capital Management
New York
$101M -$13.7M -313,775 -12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$81.4M +$1.79M +40,965 +2%
Wells Fargo
6
Wells Fargo
California
$80.9M -$7.74M -177,159 -9%
O
7
OppenheimerFunds
New York
$66.7M +$21.5M +491,491 +50%
CIP
8
Chartwell Investment Partners
Pennsylvania
$58.8M +$8.57M +196,040 +18%
Bank of America
9
Bank of America
North Carolina
$55.2M +$8.52M +194,986 +19%
BIT
10
BlackRock Institutional Trust
California
$53.6M +$610K +13,949 +1%
DCM
11
Daruma Capital Management
New York
$52.7M -$9.79M -223,998 -16%
State Street
12
State Street
Massachusetts
$43.3M +$354K +8,108 +0.8%
Goldman Sachs
13
Goldman Sachs
New York
$36.6M -$32.1M -734,743 -47%
Ameriprise
14
Ameriprise
Minnesota
$36.4M -$26.5M -605,570 -43%
Northern Trust
15
Northern Trust
Illinois
$31.4M +$530K +12,115 +2%
CCM
16
Century Capital Management
Massachusetts
$30.7M -$269K -6,153 -0.9%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$30.4M +$29.5M +675,447 New
EAM
18
EverPoint Asset Management
Connecticut
$29.8M -$3.35M -76,625 -10%
Principal Financial Group
19
Principal Financial Group
Iowa
$27.4M -$544K -12,441 -2%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$27.3M +$674K +15,416 +3%
AAMU
21
AEGON Asset Management (UK)
United Kingdom
$26.8M
TCM
22
Tensile Capital Management
California
$26.5M -$10.6M -241,756 -29%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$25.5M +$508K +11,613 +2%
FCM
24
Frontier Capital Management
Massachusetts
$23.3M +$22.7M +519,040 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$20.3M +$8.14M +186,300 +70%

EFOR Hedge Fund Activity: Q4 2015 in Review

225 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2015, worth a combined $2.14B — up 20% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EFOR positions and 11 closed out — a net gain of 36 holders — while 78 added to existing stakes and 79 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $29.5M. The largest seller was Goldman Sachs, cutting an estimated $32.1M.

  • 225 institutional investors held Everforth Inc (EFOR) as of Q4 2015, up from 190 in Q3 2015.
  • Funds reported $2.14B of Everforth Inc stock for Q4 2015, up 20% quarter-over-quarter.
  • 47 funds opened new Everforth Inc positions in Q4 2015 and 11 closed out, a net change of +36 holders.
  • The largest Everforth Inc buyer in Q4 2015 was Lord, Abbett & Co, an estimated $29.5M added.
  • The largest Everforth Inc seller in Q4 2015 was Goldman Sachs, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2015.